Brightwater Advisory’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $651K | Hold |
5,958
| – | – | 0.47% | 34 |
|
|
2025
Q1 | $623K | Hold |
5,958
| – | – | 0.49% | 32 |
|
|
2024
Q4 | $686K | Sell |
5,958
-90
| -1% | -$10.4K | 0.54% | 32 |
|
|
2024
Q3 | $707K | Buy |
6,048
+47
| +0.8% | +$5.5K | 0.52% | 34 |
|
|
2024
Q2 | $640K | Buy |
6,001
+57
| +1% | +$6.08K | 0.49% | 36 |
|
|
2024
Q1 | $657K | Sell |
5,944
-338
| -5% | -$37.4K | 0.53% | 33 |
|
|
2023
Q4 | $680K | Buy |
+6,282
| New | +$680K | 0.57% | 32 |
|